Get QuickBooks Working For You, Not Against You

If QuickBooks feels overwhelming or messy, you do not need to figure it out alone. We will set up your file with a clean foundation and teach you how to use it with confidence.

Book a Session

The goal is not just software. It is a system.

QuickBooks is powerful, but it is also easy to set up incorrectly. A messy foundation leads to confusing reports, missed deductions, and extra cleanup later. I help you build a QuickBooks file that matches how your business actually runs, then I show you how to keep it consistent.

QuickBooks Advisory Sessions

Starting at $75

If you manage your own books in QuickBooks but want professional guidance along the way, QuickBooks Consultation Services give you direct access to expert support without committing to full-service bookkeeping. This is a flexible option for business owners who want clarity, confidence, and answers when questions come up.

  • Consultations are available as scheduled one-on-one calls or email-based support, depending on how you prefer to work. Call sessions are focused and collaborative, often using screen sharing to walk through questions in real time. Email support allows you to send questions as they arise and receive clear, professional guidance within a defined response window.

  • → One live, one-on-one QuickBooks consultation session or email-based support, depending on your selected option
    → Guidance tailored to your business and the questions you need answered
    → Review of your QuickBooks setup, transactions, or reports as needed
    → Troubleshooting and clarification on specific QuickBooks issues
    → Best practices for using QuickBooks confidently day to day
    → Time for questions specific to your business

  • → Ongoing monthly bookkeeping or account maintenance
    → Transaction entry or categorization completed on your behalf
    → Bank or credit card reconciliations performed for you
    → Catch-up or clean-up bookkeeping services
    → Payroll processing or payroll setup
    → Tax preparation or filing services

Get QuickBooks Working For You

QuickBooks Training

Starting at $250

QuickBooks Training is designed for business owners who want to understand QuickBooks Desktop or Online and feel confident using the system on their own. Sessions are one on one and focused on clarity, whether you are learning the basics or applying QuickBooks to your specific business workflow.

  • QuickBooks Online Fundamentals Training - $250
    Focused on learning the basics of QuickBooks Online, including how to navigate the system, understand where information lives, and complete common tasks. This option is ideal if you are new to QuickBooks or want a guided walkthrough of the platform itself.

    QuickBooks Online Customized Workflow Training - $350
    Tailored to your business based on your intake form, including how QuickBooks connects to your existing tools such as point of sale systems, invoicing platforms, or payment processors. This option is ideal if you want QuickBooks aligned with how your business actually operates.

  • → One live, one on one QuickBooks training session
    → Guidance tailored to your selected training option
    → Review of key reports and financial insights
    → Best practices for daily, weekly, and monthly QuickBooks use
    → A simple, repeatable monthly bookkeeping checklist
    → Time for questions specific to your business

  • → QuickBooks setup or restructuring
    → Cleanup or catch up bookkeeping
    → Bank or credit card reconciliations
    → Payroll or tax filings
    → Ongoing bookkeeping services

Learn QuickBooks Today

QuickBooks Training and Set-Up

Starting at $550

This service is designed to build a clean, reliable QuickBooks Online system from the ground up so your financial data is organized, accurate, and ready to support your business decisions. We configure your account using best practices, align your Chart of Accounts to your business model, and ensure your core tools and connections are set up correctly from day one.

All set-up packages include a dedicated two hour training session with time built in for live questions, walkthroughs, and workflow guidance, followed by a customized monthly checklist and clear next steps so you know exactly how to maintain your books moving forward.

  • Setup Essentials - $550
    Designed for service based businesses with straightforward operations who need a clean QuickBooks setup and clear training without added complexity.

    Setup Plus - $750
    Ideal for growing businesses that need payroll, bill pay, automation, and more customization to support multiple revenue streams.

    Setup Premium - $950
    Built for businesses using external platforms such as payroll or point of sale systems that require careful integration, mapping, and validation.

  • → QuickBooks Online company and settings configuration
    → Industry based, easy to follow Chart of Accounts
    → Bank and credit card connection guidance
    → Invoicing and sales receipt setup
    → Core reporting structure
    → Two hour live, one on one QuickBooks training session with Q&A

    Additional inclusions by training option

    Setup Essentials
    → Customer and vendor list setup
    → QuickBooks Payments configuration
    → Basic sales tax setup if applicable

    Setup Plus
    → Everything included in Setup Essentials
    → QuickBooks Bill Pay setup
    → QuickBooks Payroll setup and connection if applicable
    → More customized Chart of Accounts based on your revenue streams and expense structure
    → Product and service item setup
    → Recurring transactions and automation rules
    → Enhanced reporting categories and tracking

    Setup Premium
    → Everything included in Setup Plus
    → Connection and mapping of up to two external platforms such as payroll or point of sale systems
    → Chart of Accounts structured to support integrated systems
    → Payroll, POS, and processing fee mapping
    → Testing and validation of data flow
    → Integration workflow documentation

  • → Ongoing monthly bookkeeping or account maintenance
    → Historical cleanup or catch up bookkeeping
    → Reconciliation of prior periods

    Additional exclusions by training option

    Setup Essentials
    → QuickBooks Bill Pay
    → Payroll setup or connection
    → Highly customized Chart of Accounts
    → Point of sale systems or third party app integrations
    → External payroll platforms

    Setup Plus
    → External payroll providers
    → Point of sale systems
    → Third party app integrations outside of QuickBooks native tools
    → Complex inventory systems

    Setup Premium
    → More than two external system integrations without an additional fee
    → Custom API development
    → Cleanup of historical data from previously misconfigured integrations

Get QuickBooks Working For You

“Jessie was knowledgeable and very helpful with our QB delimas!”

She was able to answer every question in our first session about the entry of credit card charges in DeskTop QB. We plan to schedule her again. Did I mention she was patient as she walked us through the QB maze!”

— Carolyn, Ryder Stanley

Check Out The Ledger Lab

Real world bookkeeping guidance for business owners who want clarity, not confusion.

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